Overview
CRMGo SaaS is essentially the most competent utility instrument that can assist you handle each side of HR, Presales, Projects, Sales, and Contracts with the utmost ease. It’s troublesome to handle varied instruments for various enterprise functions. With CRM Solution, you possibly can handle each side of your online business below one instrument. With a SaaS model, create plans utilizing a Super Admin Login.
Demo
Url : Demo Link
Login as Super Admin : [email protected] / 1234
Login as Company : [email protected] / 1234
Login as Employee : [email protected] / 123456
Login as Client : [email protected]/ 123456
What to anticipate from CRMGo SaaS – Projects, Accounting, Leads, Deals & HRM Tool
- A complete dashboard with all requisite info below one tab
- Easy administration of workers particulars, be it, staff or shoppers, with simple filter choices
- Management of assorted points of HR. From Attendance to Resignation, from Training to Performance, every part associated to worker administration turns into simple with CRMGo
- Managing pre-sales successfully by Leads, Deals, and estimate administration
- Kanban and record view for comfort of customers
- Manage minutest points of the challenge for efficient implementation
- Manage invoices, funds, bills, and credit score notes by simple clicks. Never miss the due date to any extent further
- Keep a tab on expiring contracts
- Chat with customers without having to modify instruments
- Manage your objectives with CRMGo
- Added Employee Bank Detail & Emergency Contact
- Added Project Task Time Tracker Module
- Inventory Management in Invoice and Bill
- Slack Integration
- Zoom Integration
- Telegram Integration
- Twilio Integration
- Desktop Application to Track Project Activities/Hours
- Add Security for Prevent Back Button after Logout in All Module
- Get an in depth report on every side of the Project, Sales, HR, and presales
- Customize your online business, system, and print settings in CRM Solution
- Available in Multiple languages
- The proprietor can send a plan request & the admin can settle for or reject the plan request
- Display, Users final login time within the consumer & worker record.
- Double Entry: Chart of Accounts, Journal Entry, General Ledger, Balance Sheet, Trial Balance
- A user-friendly RTL expertise for the purchasers utilizing Arabic, Hebrew, and Urdu-like languages
- Any of the plans’ funds could be carried out utilizing 10 various fee gateways particularly Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paymentwall
- Built with Laravel 8
Salient Features of CRMGo SaaS – Projects, Accounting, Leads, Deals & HRM Tool
Create plans and make payment- a particular SAAS function
With a Super Admin Login, create plans which are most possible for your online business mannequin. Select acceptable pricing and period for the created plan. Make fee utilizing varied fee gateways. The plan could be disabled if not renewed after its expiry.
The Stunning Dashboard
CRMGo has essentially the most complete dashboard with all of the important particulars below one head. We all can agree that dashboards have made our lives simpler. Well, from each minute element like complete Clients, Users, Invoices, Projects, Estimations to Leads, Deals, and Items, you will get quantitative information in the most straightforward structure. You get an summary of Estimates, Invoices, prime Due Payments, Projects, and Tasks to take well timed actions. Get a reminder of Meeting Schedules, Expiring Contracts, Weekly Events, and New Clients as you scroll down. Lastly, a Pie Chart can assist you perceive varied challenge statuses. In brief, each exercise of your online business could be dealt with by this useful gizmo.
Manage Staff
Manage your Employee and Client’s private in addition to firm particulars by simple to create choices. You can edit and handle the knowledge and standing at your comfort. You can seek for workers by simple filter choices primarily based on Department and Designation.
Employee Management
Through an in depth HR part, you possibly can handle Attendance, Holidays, Leaves, Meetings, Assets, Documents, and Company Policies. Create, Edit and Filter as per your comfort. You get an in depth understanding of every side of the worker. You also can handle Awards, Transfers, Promotions, Complaints, and lots of such HR points of staff with simple tabs. Training and efficiency of every worker could be deliberate, dealt with, and brought care of with CRMGo.
Chat Module
Direct Communication is a crucial side of any of the companies. The easy-to-access and use Chat Module supplied in CRMGo, lets you be in direct and fixed contact with the workers members and shoppers.
Bulk Attendance Module
Manually including and updating the clock-in and clock-out timings of 1 worker and a couple of worker could be simply carried out with the assistance of the Bulk Attendance Module.
Manage Pre-Sales
Leads Management
You can view all of the generated leads by a Kanban and List view. Create pipelines and assign levels to numerous leads. You can handle the leads by including Users, Items, Files, Notes, Sources, Call Details, Emails, and Discussions. Get all of the requisite info on any specific lead in an simply laid structure.
Deal Management
Just like Lead Management, you possibly can view offers in Kanban or List view. Get an summary of offers in per week, month, and offers within the final 30 days. Assign Tasks, Products, Files, and Users for every deal. Manage discussions and notes. Also, get a calendar view for each deal element. In brief, managing offers has by no means been simpler.
Estimates
Keep a tab on issued estimates. Manage the estimates by assigning Clients, Status, and Expiry Dates to every. You can simply generate new estimates by assigning Clients, Categories, Issues, and Expiry Dates. You can add gadgets within the required amount and apply reductions and tax as requisite. Generate estimates inside minutes by CRMGo with the assistance of a QR Scan.
Added Form Builder for Leads and Data
Create and handle varied required types with various kind fields, like, Text, Email, Number, Date, and Description as per the enterprise wants for leads and information.
Project Management
Projects
You can handle and filter every challenge obtainable in Kanban and List view once more. Get an summary of Project Status, Expenses, Budget, and Due Date to handle initiatives. Add or Remove the Users and verify duties accomplished by them. Create a process record and Assign precedence to every process. Get an summary of duties by the Kanban board. Add Milestones, Notes, Files, Comments, Payments, Timesheets, Client Feedback, Expenses, Invoices, and something associated to the challenge. Think of a challenge and think about every part you would wish to handle for a profitable challenge. Well, you get to handle them simply with CRMGo.
Tasks
Successful challenge implementation requires small duties that may assist obtain the final word objective. Well, you possibly can handle varied duties by a straightforward filter choice. View the Priority of every process and Due Dates to finish every process. You also can add a guidelines for duties and observe your progress. Again add Comments and Files as required.
Project Timesheet
Create a timesheet by assigning Projects, Tasks, and Users. Assign a Starting and Ending Date in addition to Time. This lets you handle your challenge most effectively.
Inventory Management in Invoice and Bill
Isn’t it easy to verify the stock standing of every of the gadgets you’re utilizing for your online business actions? Sounds Fascinating!
Here, by the stock administration function, you possibly can monitor the stock of every merchandise you may have registered with you. After producing the Invoice, the amount will mechanically be up to date in “Items” for scrutiny. Overall, it’s painless to keep up the stock stage of the merchandise.
Slack Integration
Receiving immediate notifications of the corporate’s actions is among the most painless methods to maintain a faucet on them. With the assistance of Slack Integration, you will get perception into the main actions by the particular channels as when they’re carried out. It additionally lets you schedule the messages for future dates. Rectifying errors are additionally not burdensome.
Zoom Integration
Virtual conferences are not any new to us. The Zoom Integration offers a platform the place you possibly can create a zoom assembly after giving inputs of requested particulars like; Client, User(s), Meeting Time, Duration, and it generates a link by which individuals can be a part of the assembly. You can create, View, Start, and Delete conferences with ease.
Along with that, the zoom assembly created, can be synced with the calendar which is able to present the assembly particulars, in addition to that are the folks becoming a member of the assembly at what time. This calendar syncing function helps to schedule conferences accordingly.
Telegram Integration
Hassle-free and immediate message is among the absolute methods to remain in tune and linked with initiatives and actions of the initiatives. With the Telegram Integration, you will get the notification of the actions carried out concerning something which pursuits you. Staying in tune with the performing jobs is easy with this function.
Twilio Integration
The Twilio Integration for receiving the textual content messages of the roles carried out is a really helpful and handy function. You can get an immediate textual content message of the actions on the registered cell quantity even when your cellphone is just not linked to the web, which is among the most necessary advantages of Twilio Integration.
Desktop Application for Tracking Project Hours
You can observe the time spent whereas engaged on any given challenge and its process by beginning a timer. In addition, you possibly can customize the settings for producing automatic screenshots of the tracker operating inside a specific time hole. You can set from a minimal of 1 minute for the time hole of screenshots. Also, you possibly can verify the screenshots and delete the pointless and inappropriate ones if wanted.
Managing Items
Add gadgets and assign Categories, Purchase and Sales Price, tax, Units, Product Type to them. Conclusively, every part you’d wish to maintain a tab on.
Sales Management
Manage varied points of gross sales like sending Invoices, making Payments, managing Expenses, and Credit Notes in a single instrument. You can create new invoices and edit present ones. Add new merchandise and receipts to present Invoices, edit funds and merchandise. Resend the Invoice, send the fee reminders and print the Invoice merely by a click on. Similarly, you possibly can handle Payments, Expenses, and Credit Notes with the utmost ease. All in all, maintain all of your gross sales fears at bay.
Display Paid, Due & Credit Note Amount in Invoice PDF
The user can replace the invoices with the suitable show of Paid, Due, and Credit Note Amount whereas producing the PDF.
Keep a tab on Contracts
It’s exhausting to maintain every part aligned in enterprise. However, by no means miss a contract date to any extent further. Manage your contracts with utmost ease by assigning Start and Due Date together with Contract Type, Value, Client, and a Description if required.
Add Gantt Chart for Project Task
The presentation of information by Gantt Charts makes each the corporate and worker mark the progress of duties and/ or initiatives. Also, there are different 2 views i.e., Kanban View and List View obtainable for the comfort of customers for the presentation.
Support
A singular assist code could be generated for every question. You can assign precedence and attachments. Easily handle the assist queries by protecting a tab on them.
Events and Notice Board
Always be ready for an upcoming occasion. Assign staff and departments to every occasion reminder. Create Events and Add Descriptions to at all times maintain a tab. Create and Issue a discover to Users, Clients, or Employees.
Email Notification Module
When the corporate updates something in regards to the challenge i.e., Creating Project, Assigning Project, Project Finished, and so forth, can be notified to the involved events by the registered Email IDs. The predefined Email Templates are a available instrument for a similar.
Goals and Notes
You can create objectives and select whether or not or to not show them on the dashboard. You also can add recordsdata to your notes for assist. Simple, isn’t it?
Reports
Management shall go to waste if its outcome can’t be seen in stories. You can get an in depth report within the type of Graphs for Tasks, Time Logs, Financial Details, Income/ Expenses, Leads. You can filter and seek for stories for a particular time. Also get an in depth report of Leaves, Estimates, Invoices, and lots of related points.
CRM Settings
Manage Business and Company Settings. Customize your system settings and print settings for Invoices and Estimates with the QR Scan. Also, handle the Pusher Settings.
Changelog
Here you possibly can see what updates got here out and did we deliver new to the model. Check Changelog
Support
Please send support request here for any points, questions or recommendations. To save time and get fast suggestions, please don’t ask for assist in feedback part.
